Managing documents
The Documents tab is available on a company, person, case, opportunity, solution, quote, order, and custom record. It allows you to work with the documents and templates that are stored in the Sage CRM library. From this tab, you can:
- Perform a mail merge using customer details from the current context and link a copy of the merged document to a Sage CRM person record. For more information, see Steps to perform a mail merge.
- Link a copy of a document generated outside Sage CRM to a record. For more information, see Attaching document to Sage CRM record.
- View and edit documents attached to a company.
- View documents attached to other entities except company: Select the paper clip icon beside the document you want to view.
Documents on the Documents of a person record are also displayed on the Documents tab of the linked company record.
The Communications tab is available on a company, person, case, opportunity, lead, solution, quote, order, and custom record. From this tab. you can:
- Link a copy of an email to a record in Sage CRM. For details, see Attaching email to Sage CRM record.
- View and edit documents attached to a task.
- View documents and emails attached to other entities except task: Select the paper clip icon beside the communication name in the Communications list.
